Client-Centric Financial Advisor & Tech-Savvy Banker

51.CA Media Group; Toronto; Hybrid; CAD 65,000 - 90,000; Full time

Job summary

51.CA Media Group in Toronto is seeking a client-focused financial adviser to help clients plan and manage their finances. You will meet with clients to understand priorities and craft forward-looking plans for cash management, credit, investments and wealth protection.

You will build relationships through marketing and outreach, ensuring clients are connected to the right experts, and you will leverage technology by guiding clients to mobile banking tools to simplify their banking needs.

Qualifications

• Meet with clients to understand personal and business priorities, advise them on solutions, and provide a forward-looking financial plan.
• Relationship building through marketing and outreach to grow network and connect clients to the right people and opportunities.
• Leveraging technology by introducing clients to mobile banking applications to manage their needs.

Responsibilities

• Client engagement - Meet with clients to understand their personal and business priorities, advise them on solutions, and provide a forward-looking financial plan.
• Relationship building - Engage in marketing and outreach activities to show clients you value them and their communities. Grow your network, deepen existing relationships, and work as one team to ensure clients are connected to the right people and opportunities.
• Leveraging technology - Become a technology expert. Share your knowledge by introducing clients to our mobile banking applications, helping them to better manage their banking needs.

Job description

51.CA Media Group in Toronto is seeking a client-focused financial adviser to help clients plan and manage their finances. You will meet with clients to understand priorities and craft forward-looking plans for cash management, credit, investments and wealth protection.

You will build relationships through marketing and outreach, ensuring clients are connected to the right experts, and you will leverage technology by guiding clients to mobile banking tools to simplify their banking needs.